Strategy

Develop your value proposition (and a personal story)

What’s your personal value proposition? What value do you bring to your clients? (or employer?) You may have considered these questions as part of your personal brand development. I’m looking at the process through the lens of value proposition development – and through my personal lens. Develop your value proposition (and Read More

2026-06-24T17:01:33+01:00June 24, 2026|Kim's Blog, Management Skills, Marketing, Selling|

Don’t try to boil the ocean – Be more focused with Cross-Selling and Referrer Management Strategies

At the recent MBL workshop on cross-selling and referrer management, we adopted a back-to-basics approach for these strategies. (see Kim Tasso – MBL Seminars for details of future sessions).  Delegates from legal, property, construction and financial services firms came together to look at how to initiate or improve their cross-selling and referrer Read More

Private Client – Strategic and Operational Plans

Last week I facilitated MBL’s  workshop on “How to manage and grow your private client practice”. Amongst the delegates were newly-appointed partners and heads of Private Client departments. Almost every delegate left with the view that they needed to consider strategic issues, engage the team in those discussions and agree Read More

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